Everything you need to know to build the Wealth Firm of the Future

Simple yet powerful ideas that you can implement yourself

Subscribe and never miss an insightful post!

Thanks for subscribing!

You have been added to our mailing list and will update you about our latest blog posts.

Latest Posts

Nano Learning

Which CEO Are YOU?

Amar Pandit , CFA , CFP

Many financial professionals proudly wear the CEO title. They call themselves the Chief Executive Officer of their firm. But in reality, they are the Chief Everything Officer.

December 20, 2024 | 2 Minute Read

Featured

A Tale of Two Asset Managers

Amar Pandit , CFA , CFP

In response to last week’s post, “Why Your Practice Valuation Isn’t Comparable to an Asset Manager’s,” Suhas, a reader from Maharashtra wrote, “Amar, you have mentioned in your pos ….Read More

December 17, 2024 | 5 Minute Read

Nano Learning

The Biggest Enemy of Your Future Success

Amar Pandit , CFA , CFP

Who do you think is the biggest enemy of your future success? A competitor? A lack of resources? The market? No. It’s your current success. Success is comforting. It feels good.

December 13, 2024 | 2 Minute Read

Featured

Why Your Practice Valuation Isn’t Comparable to an Asset Manager’s?

Amar Pandit , CFA , CFP

Valuing a wealth practice is a nuanced and complex process. But one of the most common misconceptions among many distributors is this: “If an asset manager is valued at 4-5% of t ….Read More

December 10, 2024 | 5 Minute Read

Nano Learning

The Mind Is the Athlete

Amar Pandit , CFA , CFP

I was writing a post on this important idea, but then realized it’s so powerful that I just need to share it as is. Let this sink in. Reflect deeply on it. Bill Beswick, in his b ….Read More

December 6, 2024 | 2 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

Read More

Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

Show Less

Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

Read More

What's Amar Reading